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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,755 | $185,883+5.3% | $170,043+15.1% | $139,466+40.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.71% | 60.54%-49.8pp | 53.40%-42.7pp | 373.66%-363.0pp |
| Employer contribution / active EE | $3,750 | $7,596-50.6% | $6,790-44.8% | $4,754-21.1% |
| Participant deferral / active EE | $5,188 | $11,626-55.4% | $10,410-50.2% | $6,712-22.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |